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Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
551
Independence Bank of Kentucky
Kentucky
$404K -$152K -1,150 -24%
GPWM
552
Grant Private Wealth Management
California
$403K +$474K +3,576 New
SFG
553
Synergy Financial Group
California
$399K
BCM
554
Brookstone Capital Management
Illinois
$399K +$95.3K +719 +25%
NW
555
NewEdge Wealth
Pennsylvania
$399K -$92K -694 -16%
MFA
556
Mayflower Financial Advisors
Massachusetts
$399K +$180K +1,355 +62%
RBI
557
Raiffeisen Bank International
Austria
$398K
SFI
558
Siemens Fonds Invest
Germany
$398K +$33.9K +256 +8%
GS
559
GTS Securities
Florida
$397K +$467K +3,525 New
PFS
560
Prospera Financial Services
Texas
$390K -$663 -5 -0.1%
KeyBank National Association
561
KeyBank National Association
Ohio
$385K +$453K +3,416 New
PTC
562
Petrus Trust Company
Texas
$379K +$61.6K +465 +16%
HAG
563
HighPoint Advisor Group
Illinois
$373K -$9.54K -72 -2%
LBWM
564
Left Brain Wealth Management
Illinois
$372K +$438K +3,305 New
AAI
565
Aequim Alternative Investments
California
$372K +$437K +3,300 New
O
566
Ossiam
France
$370K -$31.2K -235 -7%
PWM
567
Palumbo Wealth Management
New York
$368K -$50.6K -382 -10%
WAP
568
Wealthcare Advisory Partners
Pennsylvania
$366K -$35.4K -267 -8%
KPWS
569
Kestra Private Wealth Services
Texas
$363K +$31.9K +241 +8%
SW
570
SlateStone Wealth
Florida
$358K +$15.8K +119 +4%
PIM
571
Plato Investment Management
Australia
$351K -$213K -1,608 -34%
FRM
572
Fox Run Management
Connecticut
$351K -$2.31M -17,414 -85%
HWM
573
HB Wealth Management
Georgia
$349K +$410K +3,094 New
PIA
574
Powell Investment Advisors
Florida
$347K
TCM
575
Teza Capital Management
Illinois
$347K +$408K +3,081 New